Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q2 2018 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Montecito Bank & Trust | 20 | 20 | 0.28% | 0.47% | 0.80% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
HL FINANCIAL SERVICES LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2018 | 19 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Somerset Trust Co | 18 | 18 | 0.37% | 0.51% | 0.66% | Q4 2013 | Q1 2018 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2018 | 18 |
XPONANCE, INC. | 11 | 6 | 0.19% | 0.59% | 1.09% | Q4 2013 | Q1 2018 | 17 |
Newfound Research LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 15 |
RiverFront Investment Group, LLC | 15 | 15 | 0.01% | 0.15% | 0.28% | Q4 2010 | Q2 2014 | 15 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.02% | 0.19% | 0.25% | Q2 2013 | Q3 2016 | 14 |
Creative Planning | 11 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 14 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
JANE STREET GROUP, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 14 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
COOKSON PEIRCE & CO INC | 12 | 1 | 0.04% | 0.19% | 0.39% | Q4 2013 | Q1 2018 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 13 |
SOLARIS ASSET MANAGEMENT LLC | 13 | 13 | 0.03% | 0.25% | 1.24% | Q1 2015 | Q1 2018 | 13 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q1 2018 | 12 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 12 |
FALCON POINT CAPITAL, LLC | 12 | 12 | 0.14% | 0.56% | 1.09% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 11 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 10 |
Advisors Preferred, LLC | 5 | 2 | 0.01% | 0.07% | 0.18% | Q4 2013 | Q2 2017 | 10 |
Hilltop Holdings Inc. | 8 | 1 | 0.29% | 0.36% | 0.43% | Q1 2015 | Q4 2017 | 10 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 3 | 0.02% | 0.05% | 0.12% | Q2 2015 | Q1 2018 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.02% | 0.04% | 0.04% | Q2 2016 | Q2 2018 | 9 |
CUE ADVISORY SERVICES, INC. | 6 | 3 | 0.17% | 0.82% | 1.25% | Q4 2014 | Q1 2018 | 9 |
JPMORGAN CHASE & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
WRAPMANAGER INC | 8 | 1 | 0.12% | 0.18% | 0.28% | Q4 2015 | Q1 2018 | 9 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2015 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Gateway Advisory, LLC | 8 | 8 | 0.72% | 0.80% | 0.90% | Q1 2014 | Q4 2015 | 8 |
First Allied Advisory Services, Inc. | 6 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2018 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2017 | 8 |
Citadel Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 2 | 0.27% | 8.47% | 16.19% | Q3 2013 | Q3 2018 | 8 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.26% | 0.28% | 0.31% | Q3 2016 | Q1 2018 | 7 |
PRIVATE CAPITAL MANAGEMENT INC | 7 | 7 | 0.35% | 0.38% | 0.42% | Q1 2016 | Q3 2017 | 7 |
First Light Asset Management, LLC | 7 | 7 | 0.35% | 0.48% | 0.56% | Q4 2016 | Q2 2018 | 7 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.19% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Sigma Planning Corp | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q1 2018 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
OPTIMUM INVESTMENT ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2018 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.20% | 0.29% | 0.38% | Q1 2015 | Q1 2016 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.04% | 0.08% | 0.15% | Q1 2014 | Q4 2014 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 4 |
StoneX Group Inc. | 4 | 4 | 0.14% | 0.42% | 0.62% | Q2 2017 | Q1 2018 | 4 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
VSR Financial Services, Inc. | 3 | 1 | 0.09% | 0.11% | 0.16% | Q4 2013 | Q2 2016 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Argentus Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.12% | 0.29% | 0.53% | Q4 2015 | Q1 2018 | 3 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q3 2017 | Q4 2017 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q4 2017 | Q1 2018 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 2 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.06% | 0.11% | 0.15% | Q3 2016 | Q2 2017 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2018 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Cavalier Investments, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2015 | Q3 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2015 | Q4 2015 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
HRT FINANCIAL LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2015 | Q2 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2016 | Q4 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 2.13% | 2.13% | 2.13% | Q1 2018 | Q1 2018 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own POWERSHARES ETF TR II or have owned POWERSHARES ETF TR II in the past.